TVWM
Tower View Wealth Management’s Marsh & McLennan MMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.71M | Buy |
30,708
+82
| +0.3% | +$17.9K | 3.48% | 8 |
|
|
2025
Q1 | $7.47M | Sell |
30,626
-473
| -2% | -$115K | 4.35% | 2 |
|
|
2024
Q4 | $6.61M | Buy |
31,099
+274
| +0.9% | +$58.2K | 3.49% | 5 |
|
|
2024
Q3 | $6.88M | Buy |
30,825
+135
| +0.4% | +$30.1K | 3.76% | 4 |
|
|
2024
Q2 | $6.47M | Buy |
30,690
+243
| +0.8% | +$51.2K | 3.71% | 5 |
|
|
2024
Q1 | $6.27M | Sell |
30,447
-129
| -0.4% | -$26.6K | 3.67% | 3 |
|
|
2023
Q4 | $5.79M | Sell |
30,576
-26
| -0.1% | -$4.93K | 3.59% | 3 |
|
|
2023
Q3 | $5.82M | Sell |
30,602
-289
| -0.9% | -$55K | 4.09% | 2 |
|
|
2023
Q2 | $5.81M | Sell |
30,891
-2,018
| -6% | -$380K | 3.94% | 2 |
|
|
2023
Q1 | $5.48M | Sell |
32,909
-540
| -2% | -$89.9K | 3.68% | 1 |
|
|
2022
Q4 | $5.54M | Sell |
33,449
-527
| -2% | -$87.2K | 3.85% | 2 |
|
|
2022
Q3 | $5.07M | Buy |
33,976
+187
| +0.6% | +$27.9K | 3.86% | 3 |
|
|
2022
Q2 | $5.25M | Sell |
33,789
-1,046
| -3% | -$162K | 3.86% | 2 |
|
|
2022
Q1 | $5.94M | Buy |
34,835
+413
| +1% | +$70.4K | 3.19% | 2 |
|
|
2021
Q4 | $5.98M | Sell |
34,422
-27
| -0.1% | -$4.69K | 3.05% | 5 |
|
|
2021
Q3 | $5.22M | Buy |
34,449
+389
| +1% | +$58.9K | 2.89% | 4 |
|
|
2021
Q2 | $4.79M | Sell |
34,060
-163
| -0.5% | -$22.9K | 2.43% | 8 |
|
|
2021
Q1 | $4.17M | Buy |
34,223
+736
| +2% | +$89.6K | 2.28% | 11 |
|
|
2020
Q4 | $3.92M | Buy |
33,487
+1,178
| +4% | +$138K | 2.23% | 14 |
|
|
2020
Q3 | $3.71M | Buy |
32,309
+218
| +0.7% | +$25K | 2.41% | 12 |
|
|
2020
Q2 | $3.45M | Buy |
32,091
+1,059
| +3% | +$114K | 2.52% | 13 |
|
|
2020
Q1 | $2.68M | Buy |
31,032
+111
| +0.4% | +$9.6K | 2.42% | 12 |
|
|
2019
Q4 | $3.45M | Sell |
30,921
-749
| -2% | -$83.4K | 2.61% | 7 |
|
|
2019
Q3 | $3.17M | Buy |
31,670
+658
| +2% | +$65.8K | 2.62% | 9 |
|
|
2019
Q2 | $3.09M | Sell |
31,012
-186
| -0.6% | -$18.6K | 2.64% | 8 |
|
|
2019
Q1 | $2.93M | Buy |
31,198
+1,175
| +4% | +$110K | 2.6% | 9 |
|
|
2018
Q4 | $2.39M | Buy |
30,023
+338
| +1% | +$27K | 2.47% | 11 |
|
|
2018
Q3 | $2.46M | Buy |
29,685
+113
| +0.4% | +$9.35K | 2.15% | 15 |
|
|
2018
Q2 | $2.42M | Buy |
29,572
+213
| +0.7% | +$17.5K | 2.29% | 13 |
|
|
2018
Q1 | $2.43M | Sell |
29,359
-604
| -2% | -$49.9K | 2.42% | 9 |
|
|
2017
Q4 | $2.44M | Buy |
+29,963
| New | +$2.44M | 2.25% | 10 |
|